Paycheck Protection Program
Documents Required to apply for the PPP Loan:
2019-2020 Financial Documents:
- Balance Sheet
- Income Statement
- General Ledger
2019-2020 Payroll Documents:
- Payroll Reports
- Quarterly Reports
- Federal
- State
- Year-End Reports
- Form 940 Employer’s Annual Federal Unemployment (FUTA) Tax Return
- Form W3 Transmittal of Wage and Tax Statements
- Forms W2 Wage and Tax Statements
Other Expenses Required:
- Form 1096 Annual Summary and Transmittal of U.S. Information Returns
- Forms 1099 Miscellaneous Information
- Lease or Mortgage Agreement
- Utility Statement
Tax Returns
- Business Tax Returns
- Individual Tax Returns
Entity Type
The Entity Type will determine the required documents
- C Corporation
- S Corporation
- LLC – Limited Liability Company
- PLLC – Professional Limited Liability Company
- Sole Proprietor
- Not-for-Profit Organization
Other Items that may be required:
- Internal Revenue Service (IRS) Letter with Employer Identification Number (EIN)
- Business License
- Business Owner(s) Driver's License
- Articles of Organization
- 501.c.3 Exemption Letter from IRS
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